Dynamics 365 for
A powerful insurance solution built with industry best practices
Grow your revenue and improve customer satisfaction
Convert leads to customers with a CRM solution specifically designed for the insurance industry.
Generate & Convert High Quality Leads
Increase New Customer Acquisition
Offer the Right Product to the Right Customer
Increase Up-Sell & Cross-Sell Opportunities
Why Dynamics 365 for Insurance?
- Accelerate Time to Value
- Built-in Industry Best Practices
- POPI and GDPR Compliant
- Discover New Actionable Insights
- Improve Productivity and Collaboration
- Increase Revenue and Profitability
- Reduce Operational Costs
- Prevent Customer Churn
Get A Single View of Your Customers
Combine and leverage all your data – spanning policies, premiums, opportunities, open claims, relationships and assets – with a single view. Our unified interface creates a seamless customer experience, while empowering sales teams with the information they need.
Offer A Full Omni-Channel Experience
A unified front end allows you, and your customers, to switch seamlessly between channels and devices. You’ll be able to bring together SMS, email, social, chatbots and more for a consistent and powerful experience.
Gain Next Best Actions
Data-driven customer insights will proactively recommend the right product to the right customer at the right time. Real-time dashboards and reporting allows you to offer extra products or services that match the customer’s profile for a highly personalised interaction.
Ready To Get Started?
The Only Tool You’ll Ever Need
The Dynamics 365 for Insurance solution uses a pre-built feature list that combines insurance industry best practice with the latest technology to accelerate time to value.
Build, automate and manage multi-channel campaigns to target specific customer segments.
Manage the complete event process, from automated invitations to RSVP management and follow-ups.
Allow your customers to interact with your organisation on their channel of choice.
Lead Management & Distribution
Generate and distribute leads with the highest propensity to close to the right sales person.
Sales Pipeline Management
Manage your end-to-end sales process. Accurately forecast your deals and meet sales targets with full visibility of your sales pipeline.
Provide customers with a guided and seamless onboarding process. Capture Know-Your-Client and FICA policy information to enable compliance.
Manage customers’ policy information in one place. Get automated notifications on policy renewal dates, cross-sell and up-sell opportunities.
Single View of a Customer and Broker
Get a single view of all your customers and brokers. Providing your sales team with contextual information and next best action.
Execute on customer behavioural insight to improve processes, sales conversions and foster deeper customer engagements.
“In just seven months we saw an 87% increase in sales”
– Keith Boyle.
Head of D2C at Vitality
Get In Touch
Discover how TCT365 for Insurance can build stronger client relationships and boost client acquisition.